US Wealth Managers

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

Traditional indexing has seen a bit of a shake-up with the emergence of Smart Beta/ETFs, especially within Fixed Income. Dubbed as one of the most significant trends in the industry, it’s all about going for alpha and staying ahead of the market, not just tracking it. Is the trend just a hype, or are alternative strategies like this the key to growth?

Recent events have caused much stock market volatility with fund strategists keeping a careful watch on funds to diversify their portfolios. With many currencies being pegged against the US dollar, all eyes will be on emerging markets funds as well as the results of Theresa May’s decision on Article 50 in March.

"Robo-​Advice” is currently one of the hottest topics in the Fintech ​space. The robo-​advice model has allowed regular Joe​​s to become investors and has also threatened the existing traditional investment management institutions, which for years have stood their ground in a volatile environment.
Attend this summit where we’ll have lively debates on everything from the riskiness of robo-advice models, the potential collaboration between these new players and more incumbent firms, and how algorithms and data analytics empower these new initiatives.

After months of heavy speculation, media hype and polarising debate, the United Kingdom has decided to leave the European Union. What does this mean for you and your organisation?
BrightTALK will be curating the “Best of the Brexit” — top webinars with analysis and commentary sharing actionable insights and advice from business leaders to help ensure that you stay one step ahead of uncertainty.
Join the Brexit debate in the BrightTALK community and keep up-to-date with its influence on business in the UK, the EU and the wider world.

Going for a fixed income strategy has historically proven more successful for the risk-averse. However, with instability and hesitancy brought about by low growth and potential slipping of crude oil prices, investors are wondering if a fixed income strategy is yielding more questions than answers.
Attend this summit where top Fixed Income experts will discuss their approaches for their own funds and how they are dealing with low liquidity challenges.

Going for a fixed income strategy has historically proven more successful for the risk-averse. However, with instability and hesitancy brought about by the potential Brexit among other issues, investors are wondering if a fixed income strategy is yielding more questions than answers.
Attend this summit where top Fixed Income experts will discuss their approaches for their own funds and how they are dealing with low liquidity challenges.

With the European market being overcome by an environment of low growth, a potential Brexit, and all in all, a bleak forecast, are there still opportunities for investors to generate returns?
Attend this summit where investment directors and fund specialists analyse market prices and the intrinsic values of stocks to provide you with a strategic framework for uncovering long-term success.

The world, especially Europe, is seeing an influx of challenger banks focused on providing the best customer experience possible through digital channels. The challenges and opportunities for the industry due to these new entrants is tremendous - and there is significant debate on how the industry will find its path in the coming years. One one hand, we have digital banks utilising innovation from FinTech startups to launch truly customer-friendly products. On the other hand, there are threats posed by the FinTech world itself, and the disaggregation of services.
The panel sessions at this summit will have discussions and debates between digital banks, FinTech startups and FinTech thoughtleaders on this dilemma.

U.S. Equities have been going up for six years now! That's a lot longer than the typical bull market cycle, but there are plenty of reasons for investors to be nervous right now: the Federal Reserve is likely to hike interest rates later this year and the USD is at all time highs hurting domestic companies that do business overseas, so how much longer can this upswing last? Join BrightTALK's U.S. Equities summit to find out what leading fund managers have to say and what strategies they're implementing for continuing achieving the desired growth.